See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,827 | $90,600+75.3% | $79,464+99.9% | $135,375+17.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.76% | 977.43%-983.2pp | 718.14%-723.9pp | 519.73%-525.5pp |
| Employer contribution / active EE | $1,619 | $3,068-47.2% | $2,800-42.2% | $4,779-66.1% |
| Participant deferral / active EE | $12,941 | $4,050+219.5% | $3,704+249.4% | $5,609+130.7% |
| Admin fee / account holder | $1,754 | $5,907-70.3% | $5,113-65.7% | $10,827-83.8% |